Destiny Wealth Partners, LLC
Georgia
Registered In
04/23/2021
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Destiny Wealth Partners, LLC in Tavares, FL was registered on 04/23/2021. It is listed at 2100 Lake Eustis Dr, Tavares, FL 32778.
- Registered In
- Georgia
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Florida
- Company Type
- Foreign Limited Liability Company
- Status
- Active/Compliance
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Kcg Investment Advisory Services Llc
Registered Agent
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315 COMMERCIAL DR STE C1, SAVANNAH, GA 31406
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2100 LAKE EUSTIS DR, TAVARES, FL 32778
View Map
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Financial Information for Destiny Wealth Partners, LLC
Form 5500
DESTINY WEALTH PARTNERS, LLC.
2100 Lake Eustis Drive, Tavares, FL 32778 (352) 343-2700 EIN:46-1340579 Plan Admin:Thomas Ruggie| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY8 / 6 Assets BOY/EOY$1,437,034 / $1,883,744 | 2023 | DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 8 / 6 | $1,437,034 / $1,883,744 |
| 2023 | Plan NameDESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY17 / 19 Assets BOY/EOY$566,314 / $684,332 | 2023 | DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN - Plan #003 | 17 / 19 | $566,314 / $684,332 |
| 2023 | Plan NameDESTINY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY23 / 29 Assets BOY/EOY$0 / $0 | 2023 | DESTINY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 23 / 29 | $0 / $0 |
| 2022 | Plan NameDESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY5 / 8 Assets BOY/EOY$1,305,934 / $1,437,034 | 2022 | DESTINY WEALTH PARTNERS, LLC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 5 / 8 | $1,305,934 / $1,437,034 |
| 2022 | Plan NameDESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN Plan #003 Participants BOY/EOY16 / 17 Assets BOY/EOY$555,992 / $566,314 | 2022 | DESTINY WEALTH PARTNERS, LLC PROFIT SHARING PLAN - Plan #003 | 16 / 17 | $555,992 / $566,314 |
Benefit & Retirement Plans based on Form 5500.
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Address Match:2100 Lake Eustis Dr Tavares, FL
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The following government agencies have contributed data:
Georgia Corporations Division U.S. Department of Labor
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